| |
| |
|
| Insider
Information: |
Aylward George R Jr |
| Relationship: |
President and CEO, Dir... |
| City: |
Hartford |
| State: |
CT |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
12 |
|
| Direct
Shares |
326,326 |
|
|
Indirect Shares
|
2,407 |
|
|
| Direct
Value |
$65,258,988 |
|
|
|
Indirect Value
|
$16,410 |
|
|
| Total
Shares |
328,733 |
|
|
| Total
Value |
$65,275,399 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
5
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
5
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-5.0
|
0.0
|
| Percentage
Gain/Loss : |
 -44.2%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Phoenix Companies Inc |
PNX |
. |
2007-03-05 |
8,357 |
2007-03-05 |
2,337 |
Premium* |
|
|
Virtus Total Return Fund Inc |
ZF |
President & CEO, Direc... |
2013-05-30 |
1,027 |
2007-03-05 |
0 |
Premium* |
|
|
Virtus Global Dividend & Income ... |
ZTR |
President & CEO, Direc... |
2013-05-30 |
1,027 |
2007-03-05 |
0 |
Premium* |
|
|
Virtus Investment Partners Inc |
VRTS |
Director, CEO and Pres... |
2024-03-15 |
277,045 |
2024-03-15 |
70 |
Premium* |
|
|
Virtus Global Multi-Sector Incom... |
VGI |
President, Director |
2013-05-30 |
1,200 |
2013-05-30 |
0 |
Premium* |
|
|
Duff & Phelps Global Utility Inc... |
DPG |
Director of Adviser |
2013-05-30 |
1,200 |
2013-05-30 |
0 |
Premium* |
|
|
Virtus Total Return Fund |
DCA |
President, Director |
2013-05-30 |
5,000 |
2013-05-30 |
0 |
Premium* |
|
|
Virtus AllianzGI Convertible & I... |
NCV |
President and CEO, Dir... |
2021-12-21 |
8,821 |
2021-12-21 |
0 |
Premium* |
|
|
Allianzgi Artificial Intelligenc... |
AIO |
President and CEO, Dir... |
2021-12-21 |
3,685 |
2021-12-21 |
0 |
Premium* |
|
|
Allianzgi Nfj Div Interest |
NFJ |
President and CEO, Dir... |
2021-12-21 |
6,455 |
2021-12-21 |
0 |
Premium* |
|
|
Virtus Allianzgi Convertible & I... |
NCZ |
President and CEO, Dir... |
2021-12-21 |
10,049 |
2021-12-21 |
0 |
Premium* |
|
|
AllianzGI Equity & Convertible I... |
NIE |
President and CEO, Dir... |
2021-12-21 |
2,460 |
2021-12-21 |
0 |
Premium* |
|
|
|
|
|
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|
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|
Records found :
68 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| PNX |
Phoenix Companies Inc |
officerTitle |
• – – |
2003-08-05 |
4 |
B |
$8.98 |
$17,960 |
D/D |
2,000 |
2,000 |
2.74 |
- |
|
| PNX |
Phoenix Companies Inc |
Vice President |
• – – |
2003-11-07 |
4 |
B |
$10.92 |
$10,920 |
D/D |
1,000 |
3,000 |
2.74 |
- |
|
| PNX |
Phoenix Companies Inc |
Vice President |
• – – |
2004-05-07 |
4 |
A |
$11.90 |
$13,090 |
D/D |
1,100 |
4,187 |
|
- |
|
| PNX |
Phoenix Companies Inc |
. |
• – – |
2007-03-05 |
4 |
D |
$0.00 |
$0 |
D/D |
(923) |
8,357 |
0 |
- |
|
| PNX |
Phoenix Companies Inc |
. |
• – – |
2007-03-05 |
4 |
A |
$0.00 |
$0 |
D/D |
2,451 |
9,266 |
0 |
- |
|
| ZTR |
Virtus Global Dividend & ... |
officerTitle |
• • – |
2007-03-05 |
4 |
B |
$5.56 |
$5,060 |
D/D |
910 |
910 |
2.81 |
- |
|
| ZF |
Virtus Total Return Fund ... |
officerTitle |
• • – |
2007-03-05 |
4 |
B |
$5.60 |
$5,096 |
D/D |
910 |
910 |
2.81 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2009-03-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
809 |
1,157 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2009-04-20 |
4 |
A |
$0.00 |
$0 |
D/D |
34,680 |
34,680 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2009-05-15 |
4 |
B |
$13.59 |
$99,811 |
D/D |
7,300 |
8,544 |
2.81 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2010-03-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
809 |
9,684 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2010-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
21,256 |
65,620 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2010-09-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
13,042 |
78,922 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2011-02-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,808 |
86,855 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2011-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
15,496 |
102,368 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2011-08-05 |
4 |
B |
$67.62 |
$50,715 |
D/D |
750 |
103,201 |
0.01 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO & Director |
• • – |
2012-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
21,642 |
124,944 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO & Director |
• • – |
2012-03-15 |
4 |
D |
$82.03 |
$752,379 |
D/D |
(9,172) |
115,772 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2012-04-20 |
4 |
D |
$79.83 |
$1,194,656 |
D/D |
(14,965) |
100,818 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
President, CEO and Director |
• • – |
2012-05-07 |
4 |
OE |
$44.59 |
$105,277 |
D/D |
2,361 |
103,191 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director, CEO and President |
• • – |
2013-03-15 |
4 |
D |
$186.16 |
$1,222,327 |
D/D |
(6,566) |
114,829 |
0 |
- |
|
| VRTS |
Virtus Investment Partner... |
Director, CEO and President |
• • – |
2013-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
18,102 |
121,395 |
0 |
- |
|
| ZTR |
Virtus Global Dividend & ... |
President & CEO |
• • – |
2013-05-30 |
4 |
B |
$13.19 |
$10,550 |
D/D |
800 |
1,027 |
2.81 |
- |
|
| DCA |
Virtus Total Return Fund |
President |
• • – |
2013-05-30 |
4 |
B |
$4.16 |
$20,775 |
D/D |
5,000 |
5,000 |
2.81 |
- |
|
| DPG |
Duff & Phelps Global Util... |
Director of Adviser |
• • – |
2013-05-30 |
4 |
B |
$19.30 |
$23,160 |
D/D |
1,200 |
1,200 |
2.44 |
- |
|
68 Records found
|
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Page 1 of 3 |
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Free Registration Required For Full Results. Limit: 25
|
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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